Valeo Financial Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$53.47 - $60.43 $38,872 - $43,932	-727 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$46.55 - $53.75 $186 - $215	4 Added 0.55%	727 $38,000
Q4 2020 Feb 11, 2021	SELL	$42.35 - $49.02 $27,273 - $31,568	-644 Reduced 47.11%	723 $35,000
Q3 2020 Oct 28, 2020	BUY	$42.01 - $46.49 $2,226 - $2,463	53 Added 4.03%	1,367 $60,000
Q2 2020 Jul 20, 2020	BUY	$35.36 - $48.66 $17,255 - $23,746	488 Added 59.08%	1,314 $57,000
Q1 2020 Apr 13, 2020	BUY	$32.36 - $58.18 $5,695 - $10,239	176 Added 27.08%	826 $36,000
Q4 2019 Jan 24, 2020	BUY	$52.69 - $56.7 $34,248 - $36,855	650 New	650 $35,000

346

31.4M

1.6K

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